Goal:
- Adding bank accounts.
- How to add a Bank account to Procurify
The following article outlines how to add a new bank account. For record-keeping, auditing purposes, and to maintain Procurify as a single source of truth, It's important to add and track your bank account activity in Procurify.
Steps:
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On the left-hand navigation black bar, select Settings
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Select Manage Bank & Credit Card Accounts under the Finance section
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Select +Add New Account, button located on the right-hand side of the screen
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Select Bank Account
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Type in an Account Name, select the Currency, enter a description and optional GL Code.
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Select Add Account when finished
Additional Information:
- Unable to see SETTINGS or Mange Bank & Credit Card Accounts.
- Bank accounts can't be edited. They can only be deleted.
- Each currency must have a Bank Account setup to proceed with payments.